Paraplanner

Recruit Wealth; South Yorkshire; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning firm is seeking a home-based Paraplanner to support Financial Planners by compiling detailed financial reports, conducting product research, and managing client queries. Ideal candidates have experience in financial advice environments and a strong understanding of financial products. Join a prominent firm that values holistic service and compliance.

Qualifications

• Experience in a financial advice or planning environment.
• Strong understanding of financial products and regulations.
• Ability to compile detailed reports for client presentations.

Responsibilities

• Compile detailed financial planning reports for Financial Planners.
• Support Financial Planners by conducting product research.
• Assist with client queries and maintain records.

Skills

Attention to detail

Research skills

Client relationship management

Job description

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is home based, supporting various regional offices in the geographical area.

Our client is award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

• Compiling detailed financial planning reports for the Financial Planners to present to clients.
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements

Experience in a financial adv...